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Nonprofit · EIN 85-2703953

PATHWAY FINANCIAL EDUCATION

Tax-exempt · KANSAS CITY, MO 64108

Financials

$344K$252K2023$604K$437K2024
Revenue Expenses · by fiscal year end
Financials of PATHWAY FINANCIAL EDUCATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$604,353$437,277$167,076$933,537$1,833$931,704
December 31, 2023990$344,022$251,506$92,516$765,111$2,164$762,947
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$604,353
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$91,220
Other salaries and wages
$165,083
Salaries, compensation and benefits (total)
$297,570
Professional fundraising fees
$0
Occupancy
$55,719
Depreciation
$9,650
Program services (functional)
$341,413
Management and general (functional)
$77,995
Fundraising (functional)
$17,869

Balance sheet and other

Total assets, start of year
$765,111
Total assets, end of year
$933,537
Total liabilities, end of year
$1,833
Net assets, end of year
$931,704
Land, buildings and equipment
$320,303
Publicly traded securities
$9,972
Gross receipts
$604,353
Employees
5
Volunteers
0
Year formed
2020
State of legal domicile
MO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LATASHA JACOBSEXECUTIVE DIRECTOR
Officer
40$91,220
VINCE CLARKBOARD MEMBER
Trustee or director
15$60,012
PETER MALLOUKEXECUTIVE BOARD MEMBER
Trustee or director
0.12$0
KARA FEUERBORNBOARD MEMBER
Trustee or director
1$0
NICK JACOBSONBOARD MEMBER
Trustee or director
1$0
RYAN ADAMSBOARD MEMBER
Trustee or director
2.5$0
KIM RANDOLPHBOARD MEMBER
Trustee or director
1$0
OSCAR HEALYBOARD MEMBER
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
SHELIA ALBERSEXECUTIVE DIRECTOR
Officer
40$35,045
LATASHA JACOBSEXECUTIVE DIRECTOR
Officer
40$19,615
GEORGE FERNANDEZEXECUTIVE DIRECTOR
Officer
1$5,833
PETER MALLOUKEXECUTIVE BOARD MEMBER
Trustee or director
1$0
VINCE CLARKBOARD MEMBER
Trustee or director
25$0
BOB HARRISBOARD MEMBER
Trustee or director
1$0
PHILLIP FOURNIERBOARD MEMBER
Trustee or director
1$0
KARA FEUERBORNBOARD MEMBER
Trustee or director
1$0
NICK JACOBSONBOARD MEMBER
Trustee or director
1$0
RYAN ADAMSBOARD MEMBER
Trustee or director
1$0
KIM RANDOLPHBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1520 E 18TH ST, KANSAS CITY, MO 64108-1608
In care of
% SEAMUS SMITH
Principal officer (990 for 2024)
VINCE CLARK, 1520 E 18TH ST, KANSAS CITY, MO 641081608
Signed the 990
VINCE CLARK, BOARD MEMBER
Phone
(913) 303-3013
Return prepared by
CREATIVE PLANNING TAX LLC

Mission

PATHWAY FINANCIAL EDUCATION ("PATHWAY") IS COMMITTED TO PROVIDING COMPREHENSIVE FINANCIAL TRAINING AND EDUCATION TO SMALL BUSINESS OWNERS AND INDIVIDUALS. OUR MISSION IS TO PROVIDE FREE FINANCIAL EDUCATION AND TRAINING TO HIGH SCHOOL STUDENTS, ADULTS, AND SMALL BUSINESS OWNERS IN UNDER-RESOURCED COMMUNITIES. WE EMBRACE THESE PRINCIPLES AND AFFIRM THEM IN OUR MISSION. WE UPHOLD THESE PRINCIPLES IN OUR CURRICULA AND AMONG OUR INSTRUCTORS.

990 for the year ended December 31, 2024

Program accomplishments

  • PATHWAY OFFERS FREE FINANCIAL EDUCATION CLASSES TO SMALL BUSINESSES, ADULTS AND YOUTHS (GRADES 9-12). SMALL BUSINESS CLASSES FOCUS ON MONEY BASICS/ MANAGEMENT, TAX AND ACCOUNTING RECORDS SERVICES, BOOKKEEPING AND OTHER FINANCIAL SERVICES. ADULT FINANCIAL EDUCATION CLASSES ASSIST WITH BUILDING FINANCIAL FUTURES, MANAGING DEBT AND SPENDING/ SAVINGS PLANS. YOUTH CLASSES BUILD LITERACY SKILLS AND THE KNOWLEDGE NECESSARY TO BECOME A FINANCIALLY RESPONSIBLE ADULT, I.E. EARNING MONEY, SPENDING/ SAVING, BORROWING AND OTHER SERVICES.
    Expenses $341,413

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
85-2703953
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B60)
Assets (IRS master file)
$933,537
Income (IRS master file)
$604,353

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$604,353$437,277$933,537IRS
990December 2023$344,022$251,506$765,111XML
990December 2022$350,408$216,198$667,397IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-2703953).

Questions about PATHWAY FINANCIAL EDUCATION

What is the EIN of PATHWAY FINANCIAL EDUCATION?
The employer identification number (EIN) of PATHWAY FINANCIAL EDUCATION is 85-2703953.
Is PATHWAY FINANCIAL EDUCATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to PATHWAY FINANCIAL EDUCATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PATHWAY FINANCIAL EDUCATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PATHWAY FINANCIAL EDUCATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PATHWAY FINANCIAL EDUCATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PATHWAY FINANCIAL EDUCATION?
The 990 for the year ended December 31, 2024 names VINCE CLARK.
Who are the officers and directors of PATHWAY FINANCIAL EDUCATION?
The 990 for the year ended December 31, 2024 lists 8 people; 2 received compensation from the organization, the highest $91,220 (LATASHA JACOBS, EXECUTIVE DIRECTOR).
How much revenue does PATHWAY FINANCIAL EDUCATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $604,353, expenses of $437,277 and total assets of $933,537 at year end.

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